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Financial Advocates Investment Management’s ChargePoint CHPT Stock Holding History

Financial Advocates Investment Management’s Portfolio CHPT Stock Details CHPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,025
Closed -$14.4K – 171
2025
Q2 		$14.4K Hold
1,025
– – ﹤0.01% 625
2025
Q1 		$12.4K Sell
1,025
-5
-0.5% -$83 ﹤0.01% 717
2024
Q4 		$22K Sell
1,030
-10
-1% -$248 ﹤0.01% 742
2024
Q3 		$28.5K Buy
+1,040
New +$36.2K ﹤0.01% 763

Other funds holding CHPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Advocates Investment Management's CHPT Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of ChargePoint (CHPT) in Q3 2025, closing a stake of 1,025 shares — an estimated $14.4K sold.

Financial Advocates Investment Management first reported a position in CHPT in Q3 2024 and held it in 4 quarters. The position peaked at $28.5K in Q3 2024. 144 funds tracked by Wall St. Rank hold CHPT as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining ChargePoint position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,025 ChargePoint shares in Q3 2025, an estimated $14.4K.
  • Financial Advocates Investment Management first reported a position in ChargePoint in Q3 2024 and held it in 4 quarters.
  • Financial Advocates Investment Management's ChargePoint position peaked at $28.5K in Q3 2024.
  • 144 funds tracked by Wall St. Rank held ChargePoint as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.